Cherry Tree Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

Cherry Tree Wealth Management’s Portfolio VT Stock Details VT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$88.7K	Sell	641 -70	-10%	-$10.1K	0.02%	222
2025 Q4	$100K	Hold	711	–	–	0.02%	221
2025 Q3	$98K	Sell	711 -112	-14%	-$14.9K	0.02%	217
2025 Q2	$106K	Buy	823 +5	+0.6%	+$598	0.02%	210
2025 Q1	$94.8K	Hold	818	–	–	0.02%	214
2024 Q4	$96.1K	Hold	818	–	–	0.02%	212
2024 Q3	$97.9K	Sell	818 -172	-17%	-$19.8K	0.02%	215
2024 Q2	$112K	Hold	990	–	–	0.03%	193
2024 Q1	$109K	Hold	990	–	–	0.03%	197
2023 Q4	$102K	Hold	990	–	–	0.03%	195
2023 Q3	$92.2K	Hold	990	–	–	0.03%	191
2023 Q2	$96K	Buy	+990	New	+$92.8K	0.03%	194

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cherry Tree Wealth Management's VT Position: Q1 2026 in Review

Cherry Tree Wealth Management reduced its Vanguard Total World Stock ETF (VT) stake by 9.8% in Q1 2026, selling an estimated $10.1K and leaving 641 shares worth $88.7K. The position accounts for 0.02% of the portfolio, ranked #222.

Cherry Tree Wealth Management first reported a position in VT in Q2 2023 and has held it in 12 quarters since. The position peaked at $112K in Q2 2024. 1,236 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Cherry Tree Wealth Management held 641 shares of Vanguard Total World Stock ETF worth $88.7K as of Q1 2026.
Cherry Tree Wealth Management sold 70 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $10.1K.
Vanguard Total World Stock ETF made up 0.02% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #222 holding.
Cherry Tree Wealth Management first reported a position in Vanguard Total World Stock ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Vanguard Total World Stock ETF position peaked at $112K in Q2 2024.
1,236 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.